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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
MUMSS
2026
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K +$194K +763 New
SFC
2027
Swisher Financial Concepts
Ohio
$204K +$194K +762 New
MSWM
2028
McGlone Suttner Wealth Management
Wisconsin
$204K -$265K -1,045 -58%
KFP
2029
KMG Fiduciary Partners
Ohio
$204K +$193K +760 New
SL
2030
Summitry LLC
California
$204K +$193K +760 New
JF
2031
JMN Financial
Ohio
$204K +$193K +759 New
DI
2032
Disciplined Investors
Texas
$203K +$192K +757 New
TM
2033
Torren Management
California
$202K +$192K +754 New
GHAM
2034
Gilman Hill Asset Management
Connecticut
$201K +$191K +750 New
BBA
2035
Braun-Bostich & Associates
Pennsylvania
$201K +$190K +749 New
WCP
2036
Wick Capital Partners
Pennsylvania
$200K +$190K +747 New
BFG
2037
Beacon Financial Group
Texas
$200K +$190K +746 New
OWA
2038
Opal Wealth Advisors
New York
$200K +$190K +746 New
CCM
2039
Colorado Capital Management
Colorado
$196K – – –
OW
2040
Olistico Wealth
Oklahoma
$195K -$160K -629 -46%
RBC
2041
Roble Belko & Company
Pennsylvania
$195K – – –
OC
2042
Oakworth Capital
Alabama
$193K -$44.7K -176 -20%
RFS
2043
Richardson Financial Services
Massachusetts
$186K +$111K +437 +171%
WPA
2044
Wealth Preservation Advisors
Tennessee
$185K +$26.4K +104 +18%
SWM
2045
SHP Wealth Management
Massachusetts
$184K +$174K +684 New
PK
2046
Pflug Koory
Nebraska
$181K -$5.08K -20 -3%
FNWA
2047
Financial Network Wealth Advisors
Utah
$178K -$7.88K -31 -4%
BGAI
2048
Bruce G. Allen Investments
Colorado
$178K +$25.2K +99 +17%
GAG
2049
Goodman Advisory Group
Massachusetts
$174K -$13.2K -52 -7%
WSC
2050
Wellington Shields & Co
New York
$164K -$15.2K -60 -9%
80 81
82
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